Claim LD11-HQ-C02 (v1.0)
ASML is currently the world’s only manufacturer of EUV lithography systems, used for critical layers in the most advanced chips.
Provenance and status
- Claim type
- FACT (as printed: “FACT”)
- Publication status
- ELIGIBLE (as printed: “ELIGIBLE”)
- Verification state
- CONTENT_VERIFIED_PRIMARY (as printed: “CONTENT VERIFIED”; verified by: UNKNOWN)
- Does not license
- Sole supplier of lithography generally, or downstream AI market power
- Source (field 6, as printed)
- ASML 2025 Annual Report
- Source type (field 7)
- VENDOR_PRIMARY (as printed: “Audited vendor primary”)
- Institutional position
- Vendor
- Maturity (claim evidence / publication maturity)
- MATURE (as printed: “MATURE”)
- Recorded date
- 2026-09-25
- Currentness / correction
- This is the current version. No correction or concern relation is recorded on its Sources.
Version
Pinned version v1.0 (entry LD11-HQ-C02--v1.0) — this page never floats to newer evidence.
This pinned version is also the current version.
Pinned Sources (field 6, version-specific)
- “ASML 2025 Annual Report” → SRC-LD11-ASML-ANNUAL-REPORT-2025--v1.0 — ASML 2025 Annual Report; class VENDOR_PRIMARY (explicit public provenance pin)
Read the originals
- SRC-LD11-ASML-ANNUAL-REPORT-2025: open one of the original documents
All 25 canonical Claim fields (raw values and normalized values)
| # | Canonical field | Canonical value (verbatim) | Normalized (Claim Value Vocabulary v1.0.2) |
|---|---|---|---|
| 1 | CLAIM ID | LD11-HQ-C02 | — |
| 2 | PUBLIC-FACING CLAIM | ASML is currently the world’s only manufacturer of EUV lithography systems, used for critical layers in the most advanced chips. | — |
| 3 | CLAIM TYPE | FACT | base_types: FACT |
| 4 | RESEARCH STRAND | A — Semiconductor bottlenecks | — |
| 5 | MATURITY | MATURE | states: MATURE |
| 6 | SOURCE | ASML 2025 Annual Report | source_ids: SRC-LD11-ASML-ANNUAL-REPORT-2025 |
| 7 | SOURCE TYPE | Audited vendor primary | classes: VENDOR_PRIMARY |
| 8 | INSTITUTIONAL POSITION | Vendor | — |
| 9 | SCOPE | EUV lithography systems; global; 2025–2026 | — |
| 10 | DESIGN | Company annual reporting | — |
| 11 | SAMPLE / DATASET | ASML EUV systems and sales | — |
| 12 | MODEL / TOOL / VERSION | n.a. | — |
| 13 | COMPARATOR | No other EUV manufacturer | — |
| 14 | MAIN RESULT | 48 EUV systems and €11.6B EUV system sales in 2025. | — |
| 15 | INFERENTIAL TARGET | Technological chokepoint at EUV lithography | — |
| 16 | DOES NOT LICENSE | Sole supplier of lithography generally, or downstream AI market power | — |
| 17 | VERIFICATION STATE | CONTENT VERIFIED | state: CONTENT_VERIFIED_PRIMARY · verified_by: UNKNOWN |
| 18 | LIMITATIONS | Vendor source for its own production; downstream consequences require separate evidence | — |
| 19 | CONTRADICTORY / SUPPORTING SOURCES | Consistent with market evidence | — |
| 20 | GEOGRAPHY / LANGUAGE | Netherlands / global / English | — |
| 21 | DISTRIBUTIONAL LEDGER | Lack of EUV access constrains leading-edge manufacturing | — |
| 22 | R01 / FIELD-MAP LINKS | D1, D6, L-B, LD-11 | — |
| 23 | WHAT WOULD CHANGE THIS CLAIM? | Commercial volume EUV-class supply from a second manufacturer | — |
| 24 | PUBLICATION STATUS | ELIGIBLE | state: ELIGIBLE |
| 25 | RECORDED DATE | 2026-09-25 | — |
Field 22 references resolved against Field Map v0.2: D1 (DOMAIN); D6 (DOMAIN); L-B (LENS); LD-11 (LIVING_DEBATE)
Cited by Living Debate versions
Research-of-record provenance
Materialized by sociolens-materializer 0.6.0 at 2026-09-28T20:00:00.000Z; normalization contract SocioLens — Claim Value Vocabulary v1.0.2 — Pre-Spike Materialization Contract (v1.0.2). Content seal SHA-256 39dd236e2de8d0ab6de16bb9f991965d2369a001beab55ba8fca7a76525020a1.
Frozen Drive-derived inputs
- R06 — LD-11 Canonical Claim Ledger v1.0 — LOCKED (v1.0) — Drive ID
1Ff_IzUBMpax35rKovu0vxXr1WTtpfCDP; revision: NOT_EXPOSED_BY_DRIVE_TEXT_EXPORT; Drive modified ; block “ENTRY 02 — LD11-HQ-C02 ” SHA-256e003deedd7b6004e7c46c1d05d2293c76faa706c11ba8a685a3313447e720f4b; SocioLens — Programme Status & Authority Register v0.6 status “CURRENT.”; frozen fixturefixtures/frozen/r06-ld11-claim-ledger-v1.0.
Builder decisions (not Drive data)
- VERSION = v1.0 — basis: Claim version taken from the canonical ledger artifact version (R06 — LD-11 Canonical Claim Ledger v1.0); Implementation Architecture Selection §5
- CURRENT_POINTER = true — basis: SocioLens — Programme Status & Authority Register v0.6 status for "R06 — LD-11 Canonical Claim Ledger v1.0 — LOCKED": "CURRENT."
- FIELD_6_SOURCE_REFERENCE = SRC-LD11-ASML-ANNUAL-REPORT-2025--v1.0 — basis: field 6 of ENTRY 02 — LD11-HQ-C02 cites "ASML 2025 Annual Report"; the frozen field-6 segment of this ClaimVersion's ledger block; Drive-derived identity authority (Issue #41 Source inventory): Batch 01 §1; ledger C02 fields 6/7/8; KEY EVIDENCE.
- SOURCE_PROVENANCE_PIN = SRC-LD11-ASML-ANNUAL-REPORT-2025--v1.0 — basis: Issue #5 proof rendering (Architecture Proof Protocol v0.1 AP-08 / Amendment v1.2 §6): explicit version-pinned public provenance of this ClaimVersion — the pinned field-6 Source record "ASML 2025 Annual Report"; Drive-derived identity authority (Issue #41 Source inventory): Batch 01 §1; ledger C02 fields 6/7/8; KEY EVIDENCE.